5 Tips That Can Help Get Your Kids Into College

5 Tips That Can Help Get Your Kids Into College

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Saving money for college is a daunting proposition. But there's another big challenge—making sure your high school sophomore or junior…

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Financial Freedom Without Student Debt

Financial Freedom Without Student Debt

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Households have higher net worth when they don’t have outstanding student debt, according to data published by the Pew Research…

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Want To Get A Copy Of Your Credit Report? It's Free!

Want To Get A Copy Of Your Credit Report? It's Free!

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Are you inundated with telephone calls, online offers, and other come-ons offering you a report on your credit rating? Don't…

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College Funding for Working Wealthy

College Funding for Working Wealthy

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August means back to school! This month we've been focused on college funding.  Check out our newest white paper to learn about ways…

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What To Do After Your Bucket List

What To Do After Your Bucket List

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You hear a lot about how much money you should save to live the lifestyle you desire when you retire.…

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The Interest Rate Conundrum

The Interest Rate Conundrum

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The interest rate on the 10-Year US Treasury Bond was approximately 3.00% at the beginning of 2014 and as of…

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Are Tax Savings of 529 Plan Accounts Worth It?

Are Tax Savings of 529 Plan Accounts Worth It?

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The number one question I get from clients about college funding is whether or not to make contributions to 529…

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Fill Up Tax Brackets To The Brim

Fill Up Tax Brackets To The Brim

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Remember the days before self-service when you could drive your car to a gas pump and tell the attendant to…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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